About us
Manas Dalai
Director
- MBA with 16 Years of corporate experience
- Managing portfolio of HNI clients, portfolio restructuring, wealth management and retail assets.
- Worked with IIFL wealth as a Vice President & Axis Bank as City Head – Burgundy channel (wealth management vertical).
- Managed 3,000 Cr. + AUM at Axis Bank with team size of 52 wealth managers.
- Professional in Financial Service Industry with over 16 years of experience primarily in Investments Advisory and Wealth Management.
Jeevan Pati
Director
- IIT and IIM graduate with 5yrs work Experience in Marketing & Strategy Implementation.
- Will take of all the digital marketing and strategic decisions. Implementing various plans and periodic reviewing the same to achieve the overall objectives of the Organisation.
Our Team
Vineeta Dalai
CFO
Rakesh Alkunte
Stake Holder
Madhukar Deshmukh
Stake Holder
Investsphere Wealth is a financial products distributors
Focused on providing reliable, efficient, and responsible financial
products to its clients.
We provide a combination of best-of-breed proprietary and third-party products after evaluating all options available in the market.
Our experienced professionals are committed to understanding our clients’ unique financial goals and needs, building long-term relationships based
on trust.
We believe in the importance of financial planning in achieving financial security and success for our clients.
We have 20+ years of experience. We offer awesome financial and business services !
Our Mission
Our mission is to help our clients achieve financial freedom by offering a complete range of solutions that complement our advisory services.
Our Vision
To provide our customers with reliable, efficient, responsible financial products, supported by in-depth Research & Analysis. Thus assisting them create wealth from saving to achieve financial independence .
Our Values
A Commitment to Excellence, Integrity, and Customer Empowerment.
Solutions
Delivering comprehensive financial solutions tailored to your needs, powered by cutting-edge technology.
Knowledge
Empowering you with expert financial knowledge to make informed and confident decisions.
Passionate
A team of passionate professionals dedicated to realizing your financial goals.
Customer Support
Providing exceptional customer support, ensuring your financial journey is smooth and hassle-free.
Integrity
Upholding the highest standards of integrity and transparency in all our financial dealings.
Growth & Excellence
Committed to fostering your financial growth through a culture of excellence and continuous improvement.
Reach Us
Corporate Office
Office 506, K square, Baner, Pune
+918975445312
connect@investspherewealth.com
Branch Offices
Pune Branch
Company Name
Investsphere Wealth Pvt. Ltd.
Address
Office no-302, Investsphere Wealth Pvt Ltd, Walhekar Complex, Above HDFC Bank, Narhe, Pune, Maharashtra 411041
+918975446462
connect@investspherewealth.com
Odisha Branch
Company Name
Investsphere Wealth Pvt. Ltd.
Address
Gajapati Nagar, Plot No- 7746/4708, Sainik School, Saheed Nagar, Bhubaneswar, Khorda, Odisha - 751005
+918975446462
connect@investspherewealth.com
Delhi Branch
Company Name
Investsphere Wealth Pvt. Ltd.
Address
G-7, Main Road, Khadda Colony, Jaitpur Part - 2, Badarpur, New Delhi - 110044
+918921935254
connect@investspherewealth.com
Thane Branch
Company Name
Investsphere Wealth Pvt. Ltd.
Address
601, Fenkin Empire Near Dr. Ambedkar Chowk , Shivaji Path, Near Thane Railway Station, Thane west - 400 601
+91 70454 04581
connect@investspherewealth.com
